-6.4%
NU vs VSH
+119.5%
-125.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.1% | -8.8% | -3.3% |
| 7D | -4.9% | +4.8% | -9.6% | -5.4% |
| 30D | +7.8% | -0.7% | +8.5% | +7.8% |
| 3M | +20.9% | -43.1% | +64.0% | +27.4% |
| 6M | +0.9% | +91.8% | -90.9% | -25.3% |
| YTD | -12.7% | +131.6% | -144.3% | -37.8% |
| 1Y | -6.4% | +118.1% | -124.5% | -33.3% |
| All | -6.4% | +119.5% | -125.9% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling